+7.2%
GEHC vs UUUU
+120.2%
-113.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.2% |
| 7D | -7.2% | -10.5% | +3.3% | -6.6% |
| 30D | -11.6% | -10.5% | -1.0% | -11.0% |
| 3M | -0.8% | -14.1% | +13.3% | -0.1% |
| 6M | -11.9% | -35.5% | +23.6% | -10.1% |
| YTD | -21.9% | -10.9% | -11.0% | -23.5% |
| 1Y | -17.8% | +3.4% | -21.2% | -22.5% |
| 3Y | -3.5% | +73.1% | -76.7% | -19.0% |
| All | +7.2% | +120.2% | -113.1% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling